UBS Group AG is a multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centres as the largest Swiss banking institution and the largest private bank in the world.
Company profile
Ticker
UBS, UBS-MM
Exchange
Website
CEO
Ralph Hamers
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
UBS stock data
Latest filings (excl ownership)
6-K
Current report (foreign)
16 Apr 24
IRAN
Disclosure regarding Iran Threat Reduction and Syria Human Rights Act
2 Apr 24
6-K
Current report (foreign)
28 Mar 24
6-K
Current report (foreign)
28 Mar 24
6-K
Current report (foreign)
28 Mar 24
6-K
Current report (foreign)
28 Mar 24
6-K
Current report (foreign)
28 Mar 24
6-K
Current report (foreign)
28 Mar 24
6-K
Current report (foreign)
28 Mar 24
20-F
2023 FY
Annual report (foreign)
28 Mar 24
Transcripts
UBS
Earnings call transcript
2022 Q3
25 Oct 22
UBS
Earnings call transcript
2022 Q2
26 Jul 22
UBS
Earnings call transcript
2022 Q1
26 Apr 22
UBS
Earnings call transcript
2021 Q4
1 Feb 22
UBS
Earnings call transcript
2021 Q3
26 Oct 21
UBS
Earnings call transcript
2021 Q2
20 Jul 21
UBS
Earnings call transcript
2021 Q1
27 Apr 21
UBS
Earnings call transcript
2020 Q4
26 Jan 21
UBS
Earnings call transcript
2020 Q3
20 Oct 20
Latest ownership filings
4/A
PIMCO NEW YORK MUNICIPAL INCOME FUND III
18 Apr 24
4
PIMCO CALIFORNIA MUNICIPAL INCOME FUND III
18 Apr 24
4
PIMCO NEW YORK MUNICIPAL INCOME FUND III
18 Apr 24
4
PIMCO CORPORATE & INCOME OPPORTUNITY FUND
18 Apr 24
4
PIMCO NEW YORK MUNICIPAL INCOME FUND II
18 Apr 24
4
PIMCO NEW YORK MUNICIPAL INCOME FUND
18 Apr 24
4
PIMCO MUNICIPAL INCOME FUND III
18 Apr 24
4
PIMCO MUNICIPAL INCOME FUND II
18 Apr 24
4
PIMCO MUNICIPAL INCOME FUND
18 Apr 24
4
PIMCO HIGH INCOME FUND
18 Apr 24
Financial summary
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Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Institutional ownership, Q3 2023
32.1% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 474 |
Opened positions | 78 |
Closed positions | 44 |
Increased positions | 149 |
Reduced positions | 165 |
13F shares | Current |
---|---|
Total value | 27.39 tn |
Total shares | 1.11 bn |
Total puts | 29.48 mm |
Total calls | 49.23 mm |
Total put/call ratio | 0.6 |
Largest owners | Shares | Value |
---|---|---|
Dodge & Cox | 136.90 mm | $3.38 tn |
UBS UBS Group AG - Registered Shares | 112.83 mm | $2.78 tn |
Massachusetts Financial Services | 108.88 mm | $2.68 tn |
Vanguard | 106.73 mm | $2.63 tn |
Credit Suisse | 89.50 mm | $2.21 tn |
FMR | 51.43 mm | $1.27 tn |
GS Goldman Sachs | 48.56 mm | $1.20 tn |
Zurcher Kantonalbank | 42.11 mm | $1.04 tn |
Capital World Investors | 33.54 mm | $828.95 bn |
Pictet Asset Management Holding | 28.51 mm | $707.11 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
17 Apr 24 | UBS Group AG - Registered Shares | Auction Preferred Stock | Other | Dispose J | Yes | No | 0 | 3,734 | 0.00 | 0 |
17 Apr 24 | UBS Group AG - Registered Shares | Auction Preferred Stock | Other | Dispose J | Yes | No | 0 | 1,286 | 0.00 | 0 |
17 Apr 24 | UBS Group AG - Registered Shares | Auction Preferred Stock | Other | Dispose J | Yes | No | 0 | 5,123 | 0.00 | 0 |
17 Apr 24 | UBS Group AG - Registered Shares | Auction Preferred Securities | Other | Dispose J | Yes | No | 0 | 9,288 | 0.00 | 0 |
17 Apr 24 | UBS Group AG - Registered Shares | Auction Preferred Stock | Other | Dispose J | Yes | No | 0 | 5,589 | 0.00 | 0 |
News
10 Financials Stocks With Whale Alerts In Today's Session
25 Apr 24
Citigroup Downgrades UBS Gr to Neutral
23 Apr 24
UBS Group Eyeing West? Plans New Office In Menlo Park, Hires Barclay's Lynch, Silicon Valley Expansion In Sight: Report
23 Apr 24
Deutsche Bank's Asia Private Banking Workforce Slashed Amid Restructuring Efforts: Report
19 Apr 24
10 Financials Stocks Whale Activity In Today's Session
18 Apr 24
Press releases
UBS's Drew Freides and Michael Kanigher Named to Forbes Best-in-State and Top Wealth Advisors lists
23 Apr 24
UBS hires financial advisor team led by Christopher Toregas in Los Angeles
19 Apr 24
13 UBS advisors in the Philadelphia D.C. Wealth Management Market named to the Barron's Top 1200 Financial Advisors list
15 Apr 24
UBS Private Wealth Management hires Regina Bronson and Alex Gitomer in New York City
12 Apr 24
UBS Private Wealth Advisor Jason Stephens named to Barron's Top 1200 Financial Advisors list
11 Apr 24